Harrison Gray Search has partnered with a growing independent insurance agency to find a Personal Lines Account Manager to join their team. This is an excellent opportunity for someone who thrives in a supportive, team-oriented environment and is looking to continue building a long-term career in personal insurance.

Position: Personal Lines Account Manager

Location: Wausau

Schedule: Full-time

Compensation: Competitive salary based on experience + benefits

Job Resposibilites:

Core Client Service

• Respond to day-to-day inquiries and service requests from assigned clients.
• Provide coverage recommendations and gather necessary exposures from clients and prospects.
• Build and maintain strong client relationships through proactive communication and education.
• Attend client meetings as required.

Policy Management

• Prepare submissions and market new/renewal business to appropriate carriers.
• Quote, analyze, compare, and recommend coverage options.
• Manage renewal timelines to ensure timely decisions and execution.
• Review client contracts and policies for accuracy.
• Prepare summaries of insurance, renewal documents, schedules, and proposals.

Administrative & System Management

• Maintain accurate, up-to-date client information in the agency management system.
• Track, manage, and document open issues, keeping clients and agents informed of progress.
• Support agents with presentations for new and renewal business.
• Serve as the liaison between clients and carriers/vendors to resolve issues and drive process improvements.

Industry Engagement & Compliance

• Communicate and educate clients on industry trends, regulatory changes, and emerging issues.
• Ensure compliance with licensing requirements and internal procedures.
• Uphold accuracy and high attention to detail across all documentation and client communications.

Perks:

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Hands-On Training
• Tuition Reimbursement
• Monday–Friday Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings Off